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FBTIX vs JFNIX
FBTIX vs JFNIX Comparison Chart in %
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FBTIX vs. JFNIX commentary
Aug 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBTIX is a Buy and JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. FBTIX (1.4B). FBTIX pays higher dividends than JFNIX: FBTIX (2.70) vs JFNIX (0.41). FBTIX was incepted earlier than JFNIX: FBTIX (25 years) vs JFNIX (16 years). JFNIX (0.77) is less costly to investors than FBTIX (0.71). FBTIX is a more actively managed with annual turnover of: 73.00 vs. JFNIX (35.00). FBTIX has a lower initial minimum investment than JFNIX: FBTIX (0) vs JFNIX (2500). FBTIX annual gain was more profitable for investors over the last year : -4.13 vs. JFNIX (-15.36). FBTIX return over 5 years is better than : 4.16 vs. JFNIX (3.89).
| FBTIX | JFNIX | FBTIX / JFNIX | |
| Total Expense Ratio | 0.71 | 0.77 | 92% |
| Annual Report Gross Expense Ratio | 0.71 | 0.77 | 92% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 9.605 | -0.456 | -2,108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 4.29B | 33% |
| Annual Yield % from dividends | 2.70 | 0.41 | 656% |
| Returns for 1 year | -4.13 | -15.36 | 27% |
| Returns for 3 years | 22.55 | 4.91 | 459% |
| Returns for 5 years | 4.16 | 3.89 | 107% |
| Returns for 10 years | 9.69 | 11.31 | 86% |
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